See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,323 | $185,822-23.4% | $169,993-16.3% | $139,434+2.1% |
| Participation rate | 72.7% | 87.8%-15.0pp | 87.0%-14.3pp | 80.3%-7.6pp |
| Annual return | 32.15% | 60.50%-28.3pp | 53.37%-21.2pp | 372.94%-340.8pp |
| Employer contribution / active EE | $1,748 | $7,590-77.0% | $6,785-74.2% | $4,751-63.2% |
| Participant deferral / active EE | $6,981 | $11,622-39.9% | $10,408-32.9% | $6,710+4.0% |
| Admin fee / account holder | $7,186 | $15,381-53.3% | $12,815-43.9% | $11,403-37.0% |